Institutional Ownership Alps ETF Tr Oshares U S Small (OUSM)
This table provides information about the institutional ownership of Alps ETF Tr Oshares U S Small (OUSM). We have compiled data on the 125 institutions that hold shares in the stock, with a total of 14 Million shares, which have been reported (via 13F filing form) to have a value of $575 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
32,023
shares
|
$1.32 Million
0.0% of portfolio
|
Q1 2025
Added 3.75%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
31,984
shares
|
$1.32 Million
0.0% of portfolio
|
Q1 2025
Reduced 8.47%
|
|
|
Beam Wealth Advisors, Inc.
|
May 09, 2025 Q1 2025 |
28,871
shares
|
$1.19 Million
0.42% of portfolio
|
Q1 2025
Added 24.3%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
28,371
shares
|
$1.17 Million
0.0% of portfolio
|
Q1 2025
Added 8.03%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
28,370
shares
|
$1.17 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.09%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
25,533
shares
|
$1.05 Million
0.01% of portfolio
|
Q1 2025
Reduced 7.56%
|
|
|
Beacon Financial Advisory LLC
|
Apr 24, 2025 Q1 2025 |
23,833
shares
|
$980,489
0.34% of portfolio
|
Q1 2025
Added 115.88%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
23,815
shares
|
$979,749
0.0% of portfolio
|
Q1 2025
Added 60.49%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
22,845
shares
|
$939,843
0.02% of portfolio
|
Q1 2025
Added 8.47%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
21,819
shares
|
$897,633
0.03% of portfolio
|
Q1 2025
Reduced 8.04%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
21,458
shares
|
$882,782
0.04% of portfolio
|
Q1 2025
Reduced 18.0%
|
|
|
Everpar Advisors LLC
Tulsa, OK |
Apr 16, 2025 Q1 2025 |
20,410
shares
|
$839,667
0.46% of portfolio
|
Q1 2025
Added 27.95%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
19,278
shares
|
$793,096
0.01% of portfolio
|
Q1 2025
Reduced 3.32%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
May 01, 2025 Q1 2025 |
19,050
shares
|
$783,717
0.36% of portfolio
|
Q1 2025
Reduced 2.28%
|
|
|
One Ascent Wealth Management LLC
Birmingham, AL |
May 05, 2025 Q1 2025 |
18,721
shares
|
$770,181
0.34% of portfolio
|
Q1 2025
Added 15.6%
|
|
|
Clay Northam Wealth Management, LLC
|
Apr 24, 2025 Q1 2025 |
18,118
shares
|
$745,374
0.54% of portfolio
|
Q1 2025
Reduced 15.78%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
May 15, 2025 Q1 2025 |
17,951
shares
|
$738,504
0.68% of portfolio
|
Q1 2025
New holding
|
|
|
Pur Efi Wealth, LLC
Boston, MA |
Apr 21, 2025 Q1 2025 |
15,950
shares
|
$656,183
0.67% of portfolio
|
Q1 2025
Added 27.86%
|
|
|
Blue Chip Partners, Inc.
|
May 15, 2025 Q1 2025 |
15,519
shares
|
$638,451
0.06% of portfolio
|
Q1 2025
Reduced 70.18%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
15,448
shares
|
$635,530
0.02% of portfolio
|
Q1 2025
Added 9.98%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
15,440
shares
|
$635,201
0.01% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
May 13, 2025 Q1 2025 |
15,088
shares
|
$620,720
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Flow Traders U.S. LLC
New York, NY |
May 14, 2025 Q1 2025 |
13,926
shares
|
$572,915
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
13,396
shares
|
$551,111
0.0% of portfolio
|
Q1 2025
Added 1.92%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Apr 28, 2025 Q1 2025 |
12,048
shares
|
$495,654
0.09% of portfolio
|
Q1 2025
Added 18.47%
|